CRM
Customer relationships, leads, opportunities, and pipeline.
CRM
Leads, opportunities, pipeline, and customer relationships.
#Overview
This guide covers crm workflows in EGKits SaaS V10. Follow the sections below for setup, daily operations, and troubleshooting.
#Lead capture
Configure Lead capture according to your operational policies. Validate outputs with a pilot user group before enabling production approvals.
#Opportunity stages
Configure Opportunity stages according to your operational policies. Validate outputs with a pilot user group before enabling production approvals.
#Pipeline views
Configure Pipeline views according to your operational policies. Validate outputs with a pilot user group before enabling production approvals.
#Activities
Configure Activities according to your operational policies. Validate outputs with a pilot user group before enabling production approvals.
#Troubleshooting
| Issue | Resolution |
|---|---|
| Missing menu item | Verify module is enabled and role permissions are assigned |
| Validation error | Check required master data and fiscal period status |
| Integration failure | Review API credentials and endpoint version |
#Related guides
Browse All Guides or use Search to locate related topics.